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CIK: 0001729866
Total reported value
$698.4M
$698.4M
130 檔
31.9%
As reported in its official Q1 2024 Form 13F filing, Fiducient Advisors LLC's tracked investment portfolio stood at $698.4M with 130 total positions.
In Q1 2024, Fiducient Advisors LLC displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.84% | +1.29% | -5.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.07% | +1.88% | +0.53% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.94% | +0.05% | +7.05% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.41% | +1.28% | -1.98% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.88% | +0.76% | +19.80% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 6.19% | +0.55% | +14.75% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.88% | -0.37% | +8.67% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.88% | +0.16% | -12.78% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.60% | +0.04% | -7.66% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | +1.34% | +305.24% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 2.17% | -0.26% | -0.20% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.09% | +0.38% | -12.98% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.90% | +0.64% | -77.89% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.84% | — | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.06% | +71.81% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.14% | +72.35% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.29% | +0.12% | -11.90% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.55% | +217.08% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.07% | — | +0.21% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | +0.19% | -6.56% | |
| 21 | GNR | State Street Spdr S&p Global | ETF-Other | 0.86% | -0.22% | EXIT | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.81% | -0.01% | -0.02% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.03% | +34.45% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.75% | — | +12.21% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | +0.29% | +16.83% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.04% | +62.26% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.60% | +0.26% | +795.95% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.45% | — | — | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.08% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.02% | +73.00% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.40% | +0.03% | +20.50% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | +0.12% | +766.34% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | +0.07% | +432.08% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.04% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.10% | +12.50% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.03% | +22.74% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.02% | +27.75% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.28% | +0.02% | — | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.27% | — | +10.52% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.24% | — | -0.62% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | +0.03% | +12.02% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | — | +269.08% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.64% | EXIT | |
| 44 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.23% | +0.09% | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.22% | +0.18% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.05% | +10.13% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.21% | — | +0.20% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | +0.02% | +69.28% | |
| 49 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.21% | -0.14% | EXIT | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.08% | +69.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +1.8% | +305.24% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.5% | +0.53% | Add |
| 3 | VCIT | Vanguard Int-term Corporate | +1.4% | +19.80% | Add |
| 4 | NVDA | Nvidia CORP | +1.1% | +72.35% | Add |
| 5 | VCLT | Vanguard Long-term CORP Bond | +1% | +14.75% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +1% | -5.69% | Trim |
| 7 | BND | Vanguard Total Bond Market | +0.9% | +7.05% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.9% | +8.67% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +217.08% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.7% | +71.81% | Add |
| 11 | EFA | Ishares Msci Eafe ETF | +0.7% | -1.98% | Trim |
| 12 | EEM | Ishares Msci Emerging Market | +0.5% | +795.95% | Add |
| 13 | UBER | Uber Technologies Inc | +0.5% | -0.20% | Trim |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.5% | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | +0.3% | +62.26% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +766.34% | Add |
| 17 | V | Visa Inc-class A Shares | +0.3% | NEW | New buy |
| 18 | XLE | Ss Energy Select Sector | +0.3% | — | Unchanged |
| 19 | EPD | Enterprise Products Partners | +0.3% | NEW | New buy |
| 20 | MSFT | Microsoft CORP | +0.3% | +34.45% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.3% | +73.00% | Add |
| 22 | RPG | Invesco S&p 500 Pure Growth | +0.2% | NEW | New buy |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +16.83% | Add |
| 24 | DFAC | Dimensional US Core Equity 2 | +0.2% | +0.21% | Add |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | New buy |
| 27 | AXP | American Express Co | +0.1% | NEW | New buy |
| 28 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +69.28% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +69.39% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +27.75% | Add |
| 31 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 32 | ABBV | Abbvie Inc | +0.1% | +22.74% | Add |
| 33 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 34 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 35 | LIN | Linde plc | +0.1% | NEW | New buy |
| 36 | VEA | Vanguard Ftse Developed ETF | 0% | -11.90% | Trim |
| 37 | CPT | Camden Property Trust | -0.1% | EXIT | Sold out |
| 38 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 39 | AVB | Avalonbay Communities Inc | -0.1% | EXIT | Sold out |
| 40 | INVH | Invitation Homes Inc | -0.1% | EXIT | Sold out |
| 41 | TLTE | Flexshares Morningstar Emerg | -0.1% | -50.19% | Trim |
| 42 | GS | Goldman Sachs Group Inc | -0.1% | EXIT | Sold out |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | -53.14% | Trim |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | -52.66% | Trim |
| 45 | BSV | Vanguard Short-term Bond ETF | -0.1% | EXIT | Sold out |
| 46 | IEMG | Ishares Core Msci Emerging | -0.1% | -12.98% | Trim |
| 47 | VXUS | Vanguard Total Intl Stock | -0.2% | -12.78% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -78.10% | Trim |
| 49 | USRT | Ishares Core US Reit ETF | -6.3% | -77.89% | Trim |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -11% | -99.66% | Trim |
According to official SEC Form 13F filings, Fiducient Advisors LLC reported a total U.S. public equity portfolio value of $698.4M across 130 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, BND) accounted for 31.9% of total reported equity market value during Q1 2024.
Top New Position Initiated
SCHM
市值: $2.3M
Top Position Liquidated / Trimmed
GS
前期市值: $667.0K
During Q1 2024, Fiducient Advisors LLC's top holdings by market value included VOO (10.8%)、IVV (10.1%)、BND (8.9%). The largest single position, VOO, represented 10.8% of total portfolio value.
In Q1 2024, Fiducient Advisors LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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